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Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
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Refine
Donor Management System
Fundraising Solutions
Refine
Donor Management System
Fundraising Solutions
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Glossary
Donor Management System
1. Getting Started
2. Customizing your DMS
3. Training Webinars
4. Dashboard
5. Contacts
6. Contributions
7. Campaigns, Funds, & GL
8. Receipting
9. Communicating with your Donors
10. Opportunities
11. Reports
12. Settings
What's New?!
Exporting your Data
A Step-by-Step Guide: How to Export All Your DMS Data
Fundraising Solutions
CanadaHelps Profile
Customizable Donation Forms (CDF)
Peer-to-Peer Fundraising (P2P)
Ticketed Events
Donations of Securities
Cause Funds
Other Promotional Opportunities
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Donor Management System
9. Communicating with your Donors
DMS Mail (Bulk Emails)
Sending a DMS Mail to Contacts
Designing a DMS Mail
Ensure Clear Images in your DMS Mail
Creating & Managing DMS Mail Templates
How to Clone a DMS Mail Template
Bypassing Spam Filters for Better Email Deliverability
Navigating a DMS Mail Report
Track and Remove Contacts who Unsubscribe from a DMS Mail